Uplinq
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AI-assisted bookkeeping and tax service that automates accounting for small businesses with human oversight for compliance and strategy.
What it does
Uplinq is an accounting service that combines AI-driven automation with human bookkeepers and tax professionals to handle transaction categorization, financial reporting, tax compliance, and catch-up bookkeeping for small businesses. It syncs with accounts like QuickBooks and offers tiered plans for bookkeeping, tax filing, and tax strategy.
Core features
Automated transaction categorization and expense management
Real-time on-demand financial reporting (P&L, transaction reports)
Direct syncing with QuickBooks and other financial accounts
Dedicated bookkeeper and tax strategist support on higher tiers
Catch-up bookkeeping for businesses behind on their books
Quarterly and annual tax planning and strategy meetings
AR/AP, job costing, and multi-entity support on higher tiers
Best for
→Solo entrepreneurs needing basic monthly bookkeeping and tax filing
→Growing businesses wanting a dedicated bookkeeper and quarterly reviews
→Businesses years behind on their books needing a catch-up service
→Owners of multiple entities needing consolidated accounting and tax strategy
Pricing
Starter (Bookkeeping)
$250
Growth (Bookkeeping)
$450
Scale (Bookkeeping)
$700
Essential Tax Filings
$150
Peace of Mind (Tax)
$250
Tax Strategist
$500